See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other services; Custodial (other than... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,808 | $55,453-58.9% | $170,442-86.6% | $62,292-63.4% |
| Participation rate | 68.8% | 66.4%+2.4pp | 83.6%-14.8pp | 69.5%-0.8pp |
| Annual return | 13.95% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,253 | $2,164-42.1% | $5,433-76.9% | $2,042-38.7% |
| Participant deferral / active EE | $1,961 | $2,303-14.8% | $4,939-60.3% | $3,169-38.1% |
| Admin fee / account holder | $28 | $455-93.8% | $13,880-99.8% | $479-94.1% |